Civic Intelligence

Simpson Meadows

990 • Fiscal year 2013 • EIN 23-2948992

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 23, 2014

150 Monument Road Suite 10519004

(610) 660-0112

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

96th percentile

1.17x

Higher debt load relative to assets than 96% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

91st percentile

3.55x

Higher debt load relative to revenue than 91% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

15th percentile

-9.8%

Higher net margin than 15% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

82nd percentile

$342,762

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Asset Growth

12th percentile

-6.4%

Faster asset growth than 12% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$14,640,558

Down $997,363 (-6.4%) from 2012

Net Assets

Down

-$2,453,597

Down $3,766,382 (-287%) from 2012

Liabilities

Up

$17,094,155

Up $2,769,019 (+19%) from 2012

Revenue

$4,813,254

No earlier filing loaded for comparison.

Expenses

Up

$5,286,225

Up $254,927 (+5.1%) from 2012

Net Income

-$472,971

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0-$10MAssets 2010: $15,494,694Liabilities 2010: $15,195,567Net Assets 2010: $299,1272010Assets 2011: $15,334,052Liabilities 2011: $14,844,203Net Assets 2011: $489,8492011Assets 2012: $15,637,921Liabilities 2012: $14,325,136Net Assets 2012: $1,312,7852012Assets 2013: $14,640,558Liabilities 2013: $17,094,155Net Assets 2013: -$2,453,5972013Assets 2014: $14,562,071Liabilities 2014: $17,011,551Net Assets 2014: -$2,449,4802014Assets 2015: $15,461,893Liabilities 2015: $18,356,180Net Assets 2015: -$2,894,2872015Assets 2016: $15,109,509Liabilities 2016: $18,783,227Net Assets 2016: -$3,673,7182016Assets 2017: $14,117,106Liabilities 2017: $18,405,211Net Assets 2017: -$4,288,1052017Assets 2018: $14,203,738Liabilities 2018: $18,644,471Net Assets 2018: -$4,440,7332018Assets 2019: $15,485,455Liabilities 2019: $19,478,559Net Assets 2019: -$3,993,1042019Assets 2020: $15,045,172Liabilities 2020: $19,458,321Net Assets 2020: -$4,413,1492020Assets 2021: $16,075,834Liabilities 2021: $20,974,477Net Assets 2021: -$4,898,6432021Assets 2022: $15,227,500Liabilities 2022: $21,929,905Net Assets 2022: -$6,702,4052022Assets 2023: $15,065,982Liabilities 2023: $23,091,644Net Assets 2023: -$8,025,6622023Assets 2024: $14,043,211Liabilities 2024: $22,650,832Net Assets 2024: -$8,607,6212024

Highlighted filing

2013

Assets$14,640,558
Liabilities$17,094,155
Net Assets-$2,453,597

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $5,131,0052010Expenses 2011: $5,020,7952011Expenses 2012: $5,031,2982012Revenue 2013: $4,813,254Expenses 2013: $5,286,225Net Income 2013: -$472,9712013Revenue 2014: $5,568,253Expenses 2014: $5,529,283Net Income 2014: $38,9702014Revenue 2015: $5,843,247Expenses 2015: $6,136,820Net Income 2015: -$293,5732015Revenue 2016: $5,657,071Expenses 2016: $6,063,443Net Income 2016: -$406,3722016Revenue 2017: $6,380,887Expenses 2017: $6,094,588Net Income 2017: $286,2992017Revenue 2018: $6,661,571Expenses 2018: $6,519,855Net Income 2018: $141,7162018Revenue 2019: $7,333,544Expenses 2019: $7,061,931Net Income 2019: $271,6132019Revenue 2020: $6,559,462Expenses 2020: $6,880,462Net Income 2020: -$321,0002020Revenue 2021: $6,642,903Expenses 2021: $7,056,305Net Income 2021: -$413,4022021Revenue 2022: $6,573,253Expenses 2022: $7,972,270Net Income 2022: -$1,399,0172022Revenue 2023: $6,717,354Expenses 2023: $8,182,512Net Income 2023: -$1,465,1582023Revenue 2024: $6,421,731Expenses 2024: $8,210,647Net Income 2024: -$1,788,9162024

Highlighted filing

2013

Revenue$4,813,254
Expenses$5,286,225
Net Income-$472,971
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 23, 2014
Return Version
2013v3.0
Gross Receipts
$15,938,689
Mission and Program Overview

Mission

Simpson meadows is dedicated to meeting the needs of seniors in our community. Through careful oversight, we strive to deliver the highest quality of service with a sense of warmth, friendliness, individual pride, and integrity. Continued on schedule o.we are committed to offering our residents and staff opportunities for personal growth and spiritual enrichment.

To operate a continuing care retirement community

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$9,350,128$9,348,417▼ $1,711
Investments in Publicly Traded Securities$4,961,187$4,476,976▼ $484,211
Cash and Non-Interest-Bearing Accounts$768,092$198,113▼ $569,979
Prepaid Expenses and Deferred Charges$135,227$112,160▼ $23,067
Accounts Receivable$23,106$52,766▲ $29,660
Savings and Temporary Cash Investments$5,729$5,455▼ $274
Total Assets$15,637,921$14,640,558▼ $997,363
Other Assets Total$394,452$446,671▲ $52,219
Liabilities
Deferred Revenue$6,267,958$9,963,924▲ $3,695,966
Tax Exempt Bond Liabilities$6,782,000$6,548,000▼ $234,000
Accounts Payable and Accrued Expenses$265,964$314,185▲ $48,221
Escrow Account Liability$253,490$262,596▲ $9,106
Other Liabilities$755,724$5,450▼ $750,274
Total Liabilities$14,325,136$17,094,155▲ $2,769,019
Net Assets / Fund Balance
Temporarily Rstr Net Assets$524,593$567,438▲ $42,845
Unrestricted Net Assets$788,192$-3,021,035▼ $3,809,227
Total Net Assets Fund Balance$1,312,785$-2,453,597▼ $3,766,382
Total Liabilities and Net Assets / Fund Balance$15,637,921$14,640,558▼ $997,363

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,551,424$7,733,763$16,285,187
Equipment$197,827$1,609,275$1,807,102
Land$599,166-$599,166
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Diana SeipExecutive DirectorFT$111,695$8,922$120,617
Toni McclayCOO; RELATED ORGANIZATION--$118,064$118,064

Board Members and Trustees

NameTitle
Ron DankanichChair
Jeanne JagersDirector
Margaret GettingsDirector
Mary Louise CorriganDirector
Kim WilliamsCEO; RELATED ORGANIZATION
James KoniszewskiCFO; RELATED ORGANIZATION
Elaine R Green Ed DSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Morrison Senior DiningDietary Services-$375,171
Sb&a Integrated MarketingSales & Marketing Consultants-$345,879
Revenue and Support

Revenue Composition

Contributions and Grants
$32,844
Program Service Revenue
$4,274,954
Investment Income
$369,584
Other Revenue
$135,872
All Other Contributions
$32,844
Change in Net Assets
$-472,971

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,813,254
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$353,235
Total Revenue per Audited Statements
$5,166,489
Total Revenue per Form 990
$4,813,254
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,321,775
Salaries, Compensation, and Employee Benefits$1,964,450
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,475,517--$1,475,517
Depreciation Depletion$640,717--$640,717
Fees for Services Management-$595,377-$595,377
Occupancy$554,553--$554,553
Advertising$432,615--$432,615
Interest$313,771--$313,771
Other Employee Benefits$213,812--$213,812
Office Expenses$147,986$31,223-$179,209
Payroll Taxes$154,504--$154,504
Current Officers, Directors, Trustees, and Key Employees$120,617--$120,617
Insurance-$91,033-$91,033
Fees for Services Accounting-$16,223-$16,223
Other Expenses$14,121$6,886-$14,121
Fees for Services Other-$13,323-$13,323
Travel$11,671--$11,671
Fees for Services Legal-$9,817-$9,817
Fees for Service Investment Mgmnt Fees-$7,840-$7,840
All Other Expenses$44--$44
Total Functional Expenses$4,514,503$771,722$0$5,286,225

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,286,225
Total Expenses per Audited Statements$5,286,225
Total Expenses per Form 990$5,286,225
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Liability to Annuitants$5,450

Bond Issues

BondIssuerIssuedIssue PricePurpose
A23-22652602010-12-15$7,196,000Refunding 2000 bond issue

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$7,196,000$7,053,950$648,000$142,050

Bond Financing Compliance

Form 8038-T filed
Yes
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The sole corporate member of the corporation shall be simpson senior services.

Form 990, Part VI, Section A, Line 7A

The member has the reserved powers to appoint and remove all members of the board of directors at any time.

Form 990, Part VI, Section A, Line 7B

The member has the reserved powers to appoint and remove all members of the board of directors at any time, to approve any amendment to the articles of incorporation or by-laws, to approve the annual capital budgets, to approve any sale, lease, or transfer of assets of the corporation, to approve indebtedness greater than $50,000, and to approve any merger, consolidation, or dissolution of the corporation.

Form 990, Part VI, Section B, Line 11

The form 990 is reviewed by the chief financial officer. Once approved, the form 990 is sent to the president/chief executive officer for review and approval. The president/chief executive officer will then forward a copy of the form 990 to the board of directors for their review and approval prior to filing with the internal revenue service.

Form 990, Part VI, Section B, Line 12C

All officers and members of the board are subject to the conflict of interest policy. All significant new contracts are subject to board approval. Ongoing contracts are reviewed for any known potential conflict of interest. If a conflict arises, level at which the determination of a conflict of interest exists is determined at the board level. Conflicts of interests are reviewed at the board level. Any individual with a conflict of interest is abstained from board discussions and decisions where any conflict would be present.

Form 990, Part VI, Section B, Line 15

A sub-committee of the board of directors which is appointed by the board chair has the specific duty of annually evaluating the performance of the chief executive officer of the organization, including determining his annual compensation. A competent salary survey is used to benchmark compensation for the position utilizing panpha, aahsa and cemo salary surveys and other studies. In addition, the guide star website is utilized to research the salary of similar positions at similar sized organizations in the local market area. The chief financial officer, chief operating officer, and the executive directors salaries of each community are determined by the president & ceo of sss on an annual basis. The president & ceo reviews the annual performance of these individuals relative to their position descriptions. The operating budgets, including salary increases, of each community are presented to the board for their approval on an annual basis. Review was last done in 2012.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

EIN
23-2948992
Phone
6106600112

Signing Officer

Name
James J Koniszewski
Title
CFO
Phone
6106600112
Signed
2014-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Williams
Formed
1998
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
5
Employees
95
Volunteers
78

Preparer

Preparer
James D Watson
Phone
2156433900
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in fair value of derivative financial instruments 750,000. Settlement/termination of interest rate swap agreements -750,000. Prior year adjustment due to accounting standard asu 2012-01 -3,646,646.

Form 990, Part XII, Line 2C

The financial statements of simpson meadows were audited by independent auditors on a consolidated basis with related organizations. On line 2c, the related organizations do have a committee that assumes responsibility for oversight of the audit and selection of independent auditors. This process has not changed from the prior year.

Financial Statement Notes

PART IV, LINE 2B:

The organization holds security deposits for its residents.

PART X, LINE 2:

The organization follows the provisions of the income tax standard regarding the recognition and measurement of uncertain tax positions. The application of these provisions has no impact on the organization's financial statements. The organization's income tax returns are subject to review and examination by federal and state authorities. The organization is not aware of any activities that would jeopardize its tax-exempt status. The organization is not aware of any activities that are subject to tax on unrelated business income or excise or other taxes. The tax returns for the years 2010 to 2012 are open to examination by federal and state authorities.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Change in fair value of derivative financial instruments 750,000. Settlement/termination of interest rate swap agreements -750,000.

Raw XML AppendixShowing 400 of 767 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6CEO; RELATED ORGANIZATION
IRS990/Form990PartVIISectionAGrp/TitleTxt7CFO; RELATED ORGANIZATION
IRS990/Form990PartVIISectionAGrp/TitleTxt8COO; RELATED ORGANIZATION
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0114539
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt011239974
IRS990/GrossReceiptsAmt015938689
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt091033
IRS990/InsuranceGrp/TotalAmt091033
IRS990/InterestGrp/ProgramServicesAmt0313771
IRS990/InterestGrp/TotalAmt0313771
IRS990/InvestmentIncomeGrp/ExclusionAmt0255045
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0255045
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04961187
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04476976
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt09343038
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09350128
IRS990/LandBldgEquipBasisNetGrp/EOYAmt09348417
IRS990/LandBldgEquipCostOrOtherBssAmt018691455
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt011125435
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt043464
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt043464
IRS990/MissionDesc0SIMPSON MEADOWS IS DEDICATED TO MEETING THE NEEDS OF SENIORS IN OUR COMMUNITY. THROUGH CAREFUL OVERSIGHT, WE STRIVE TO DELIVER THE HIGHEST QUALITY OF SERVICE WITH A SENSE OF WARMTH, FRIENDLINESS, INDIVIDUAL PRIDE AND INTEGRITY. WE ARE COMMITTED TO OFFERING OUR RESIDENTS AND STAFF OPPORTUNITIES FOR PERSONAL GROWTH AND SPIRITUAL ENRICHMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01312785
IRS990/NetAssetsOrFundBalancesEOYAmt0-2453597
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0114539
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0114539
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0343235
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0554553
IRS990/OccupancyGrp/TotalAmt0554553
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt031223
IRS990/OfficeExpensesGrp/ProgramServicesAmt0147986
IRS990/OfficeExpensesGrp/TotalAmt0179209
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0394452
IRS990/OtherAssetsTotalGrp/EOYAmt0446671
IRS990/OtherChangesInNetAssetsAmt0-3646646
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0213812
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0213812
IRS990/OtherExpensesGrp/Desc0DIETARY
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2BARBER AND BEAUTY SHOP
IRS990/OtherExpensesGrp/Desc3RESIDENT ACTIVITIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06886
IRS990/OtherExpensesGrp/ProgramServicesAmt0385883
IRS990/OtherExpensesGrp/ProgramServicesAmt127798
IRS990/OtherExpensesGrp/ProgramServicesAmt220894
IRS990/OtherExpensesGrp/ProgramServicesAmt314121
IRS990/OtherExpensesGrp/TotalAmt0385883
IRS990/OtherExpensesGrp/TotalAmt134684
IRS990/OtherExpensesGrp/TotalAmt220894
IRS990/OtherExpensesGrp/TotalAmt314121
IRS990/OtherLiabilitiesGrp/BOYAmt0755724
IRS990/OtherLiabilitiesGrp/EOYAmt05450
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/BusinessCd1623000
IRS990/OtherRevenueMiscGrp/BusinessCd2623000
IRS990/OtherRevenueMiscGrp/Desc0FOOD SERVICE REVENUE
IRS990/OtherRevenueMiscGrp/Desc1BARBER & BEAUTY REVENUE
IRS990/OtherRevenueMiscGrp/Desc2MAINTENANCE REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt055467
IRS990/OtherRevenueMiscGrp/ExclusionAmt126847
IRS990/OtherRevenueMiscGrp/ExclusionAmt210094
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt055467
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt126847
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt210094
IRS990/OtherRevenueTotalAmt0135872
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01475517
IRS990/OtherSalariesAndWagesGrp/TotalAmt01475517
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0154504
IRS990/PayrollTaxesGrp/TotalAmt0154504
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0135227
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0112160
IRS990/PrincipalOfficerNm0KIM WILLIAMS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENTIAL REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1AMORTIZATION OF ADVANCE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04189469
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt185485
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04189469
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt185485
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt055081
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0126317
IRS990/PYOtherExpensesAmt03041353
IRS990/PYOtherRevenueAmt0134817
IRS990/PYProgramServiceRevenueAmt05128978
IRS990/PYRevenuesLessExpensesAmt0413895
IRS990/PYSalariesCompEmpBnftPaidAmt01989945
IRS990/PYTotalExpensesAmt05031298
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05445193
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-472971
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04274954
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05729
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05455
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt042844
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt055081
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt023968
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt018376
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt042274
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0182543
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0255045
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0127787
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0130123
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0141288
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt059678
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0713921
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04274954
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt05128978
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05181470
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05118337
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04942666
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt024646405
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0255045
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0127787
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0130123
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0141288
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt059678
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0713921
IRS990ScheduleA/InvestmentIncomeCYPct00.02720
IRS990ScheduleA/InvestmentIncomePYPct00.02120
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0135872
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0134817
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0133405
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0137903
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0139771
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0681768
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.88140
IRS990ScheduleA/PublicSupportPY509Pct00.89820
IRS990ScheduleA/PublicSupportTotal509Amt023115494
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0706271
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0439972
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0289177
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0278034
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01713454
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0706271
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0439972
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0289177
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0278034
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt01713454
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04317798
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05184059
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05205438
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt05136713
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04984940
IRS990ScheduleA/Total509Grp/TotalAmt024828948
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04708715
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt05446663
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05468966
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05415904
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt05184389
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt026224637
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt08551424
IRS990ScheduleD/BuildingsGrp/DepreciationAmt07733763
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt016285187
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt010000
IRS990ScheduleD/EquipmentGrp/BookValueAmt0197827
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01609275

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$22.7$8.61$6.42$8.21$1.79
2023Summary only. Only limited summary data is available for this year.$15.1$23.1$8.03$6.72$8.18$1.47
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.2$21.9$6.70$6.57$7.97$1.40
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.1$21.0$4.90$6.64$7.06$0.41
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.0$19.5$4.41$6.56$6.88$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.5$19.5$3.99$7.33$7.06$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$18.6$4.44$6.66$6.52$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$18.4$4.29$6.38$6.09$0.29
2016Summary only. Only limited summary data is available for this year.$15.1$18.8$3.67$5.66$6.06$0.41
2015Detailed filing. Detailed filing data is available for this year.$15.5$18.4$2.89$5.84$6.14$0.29
2014Summary only. Only limited summary data is available for this year.$14.6$17.0$2.45$5.57$5.53$0.04
2013Detailed filing. Detailed filing data is available for this year.$14.6$17.1$2.45$4.81$5.29$0.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.6$14.3$1.31$5.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.3$14.8$0.49$5.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.5$15.2$0.30$5.13
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $10M-$25M nonprofits